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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
1101
Lynx Capital Group
Ohio
$616K – – –
WWM
1102
Western Wealth Management
Colorado
$616K -$26.6K -123 -4%
IWA
1103
Icon Wealth Advisors
Texas
$613K +$32.8K +152 +6%
WAG
1104
Wallace Advisory Group
California
$612K +$14.5K +67 +2%
PW
1105
Pandora Wealth
Illinois
$611K -$4.32K -20 -0.7%
FFO
1106
Fiduciary Family Office
Florida
$605K -$18.4K -85 -3%
BFS
1107
Bard Financial Services
Connecticut
$597K -$16.2K -75 -3%
LC
1108
Lincoln Capital
Nebraska
$597K – – –
RB
1109
Renasant Bank
Mississippi
$596K -$71.2K -330 -11%
CWS
1110
Cypress Wealth Services
California
$593K +$10.6K +49 +2%
FAFN
1111
First Affirmative Financial Network
Colorado
$593K -$13.2K -61 -2%
SWM
1112
Spire Wealth Management
Virginia
$592K -$346K -1,603 -37%
GIM
1113
Goelzer Investment Management
Indiana
$584K +$4.32K +20 +0.8%
MPPW
1114
Mitchell & Pahl Private Wealth
Oklahoma
$584K -$29.8K -138 -5%
FFA
1115
Founders Financial Alliance
North Carolina
$581K -$6.48K -30 -1%
BCM
1116
Boltwood Capital Management
California
$579K -$2.38K -11 -0.4%
LMKC
1117
L.M. Kohn & Company
Ohio
$576K -$648 -3 -0.1%
HWA
1118
HHM Wealth Advisors
Tennessee
$575K -$3.67K -17 -0.6%
BWM
1119
Blossom Wealth Management
California
$575K +$9.71K +45 +2%
UWS
1120
Unique Wealth Strategies
Illinois
$573K +$559K +2,591 New
GWSG
1121
GPS Wealth Strategies Group
Colorado
$567K +$11K +51 +2%
MIM
1122
Morningstar Investment Management
Illinois
$566K +$552K +2,559 New
NGA
1123
Naples Global Advisors
Florida
$562K -$20.1K -93 -4%
CW
1124
CreativeOne Wealth
Kansas
$561K -$30.2K -140 -5%
MA
1125
Modus Advisors
Minnesota
$560K -$30.4K -141 -5%
43 44
45
46 47